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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: johnd who wrote (38334)	2/22/2000 7:21:00 PM
From: Josh Carroll	Respond to of 74651

Does Microsoft need to wait for completion of the remedy phase to appeal?

To: johnd who wrote (38334)	2/22/2000 7:22:00 PM
From: Captain Jack	Read Replies (2) \| Respond to of 74651

johnd-- by that time Gates & co will be POed and appeals will go on until 2010... unlikely settlement may be the best thing as Jackson seems to have his mind made up,, probably already put DOS ver 5 in the 'puters in the courthouse...

To: johnd who wrote (38334)	2/22/2000 7:41:00 PM
From: SC	Read Replies (2) \| Respond to of 74651

It's not a question of if, only of when. The judge has made no secret of his opinion from early on to present. CNBC reported that Judge Jackson made a comment today to the effect that he saw little difference in the business practices of Bill Gates and J.D. Rockefeller(sp?). That being the case, I hope we do as well as Rockefeller did after the breakup of Standard Oil. For that matter, I hope we do as well as AT&T holders (who held all the parts) did after that breakup. No doubt there will be a finding against microsoft. The only question is whether or not the remedy is a breakup into a series of companies representing different aspects of microsofts current business (good for us) or a breakup into parallel companies trying to compete in all aspects of microsofts current business (not good or bad for us, but probably chaotic (at least for a while) for software developers and consumers alike (compatibility-wise). No doubt this will also be appealed all the way to the Supreme Court. Once the remedy is announced most of the uncertainty will be removed. The big boys can crunch the numbers and determine what they think the stock is worth if the decision is ultimately upheld and what the stock is worth if the decision is ultimately overturned. Either way, it's worth more than it's been trading for lately. So as far as I'm concerned, the sooner the Judge renders his decision, the better for all concerned. Steve

To: johnd who wrote (38334)	2/22/2000 8:49:00 PM
From: Proud_Infidel	Respond to of 74651

Microsoft may talk up X-box next month By Michael Kanellos Staff Writer, CNET News.com February 22, 2000, 4:15 p.m. PT Microsoft chairman Bill Gates may disclose his company's plans to participate in the game console market soon, but analysts cautioned that any statements are likely to be long on promise and short on details. Gates may unveil plans for the X-box, a game-console project based around PC technologies, when he delivers a keynote speech at the Game Developer's Forum in San Jose, Calif., on March 10, according to various published reports. This event happens a few days after the Tokyo debut of Sony's anticipated PlayStation2 console. The X-box announcement could also come at Seattle's coming GameStock convention, other sources have said. Microsoft has been meeting with hardware makers and game publishers since at least last October to drum up support for the X-box project. But, while Microsoft can typically corral support for its technology projects, don't expect to see much tangible progress just yet, analysts say. Most computer companies and software makers are waiting to see how well the PlayStation2 does before committing resources to Microsoft's project, sources said. Reference platforms of the X-box might exist, but any sort of production, or exact system specifications, likely won't be forthcoming. X-boxes won't even hit the streets until late next year, assuming the project stays on track. "We believe that every vendor that has met with them has said they want to wait until after the Sony PlayStation2 comes out," said Richard Doherty of The Envisioneering Group. "All the people that have been meeting with Microsoft have been saying they can't commit." A speech by Gates, if anything, may occur only to slow down the tidal wave of momentum building for the PlayStation2. Sony will release its anticipated game console on March 4 in Japan and bring the box to the United States later in the year. Sony has already said it expects to sell a million units within the first 48 hours. Sony said it was getting 500,000 orders per minute when it set up a Web site for selling the PlayStation2. "(The X-box) is just FUD (fear, uncertainty and doubt) directed at the PlayStation2," said Peter Glaskowsky, an analyst with MicroDesign Resources. "It exists to show that PlayStation2 is not the only way to play games." The PlayStation2 could prove to be a fairly hearty competitor. The system features a new processor, called the Emotion engine, that only comes with that game console. Demonstrations of the system have largely been greeted with loud applause by gamers and software developers. The box will comes with a DVD player and features broadband Internet access, Doherty said. Nintendo's Dolphin, meanwhile, will come out this year as well. The X-box, Glaskowsky said, appears to be a PC with a fancy name. "The problem with the X-box is that you could print some labels and sell one today," Glaskowsky said. "It is just a PC with a specific set of capabilities." So far, Microsoft's efforts to get into the console market have met with limited success. Earlier, Sega planned to adopt Windows CE as one of the primary features of its Dreamcast console. By incorporating Windows CE, Sega could ensure that its console would be compatible with games designed for the PC. The inclusion of Windows CE would also allow console users to run PC like programs and surf the Web. Windows CE, however, has become the vestigal tail nub on the Dreamcast platform. Dreamcast can run Windows CE, said Doherty, but few take advantage of it.

To: johnd who wrote (38334)	2/22/2000 10:00:00 PM
From: John F. Dowd	Respond to of 74651

johnd: This is a tragi-comedy. This bozo has put him self in a position that he must hand down a decision against MSFT or appear as a fool which he has ably demonstrated himself to be in either outcome. He is praying that Posner will deliver him from having to go any further with this miscarriage of justice. The sad part regarding this whole thing is that everyone suffers except perhaps MSFT's competitors and what will they supply the customer that will be any better as a result of all this governmental interference? I am amazed at how well MSFT has operated with this enormous distraction nipping at them at every step they take. JFD